See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,782 | $86,929-66.9% | $102,423-71.9% | $80,856-64.4% |
| Participation rate | 97.0% | 72.4%+24.6pp | 76.5%+20.5pp | 67.6%+29.3pp |
| Annual return | 39.30% | 18.88%+20.4pp | 29.32%+10.0pp | 35.59%+3.7pp |
| Employer contribution / active EE | $1,503 | $2,369-36.6% | $3,023-50.3% | $2,755-45.4% |
| Participant deferral / active EE | $5,079 | $4,118+23.3% | $5,053+0.5% | $4,296+18.2% |
| Admin fee / account holder | $169 | $8,049-97.9% | $9,451-98.2% | $6,918-97.6% |